Level Wealth Management LLC
Level Wealth Management LLC is an SEC-registered wealth manager in Greensboro, NC with $236.5M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Level Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301381, SEC 801-126572, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $236.5M (2026-01-22)
- Firm type
- Wealth Manager
- Location
- Greensboro, NC
- Employees
- 3
- Clients
- 94
- CRD
- 301381
- Ownership
- PARRISH, AARON, HEDRICK; PARRISH, AARON
How much AUM does Level Wealth Management LLC have?
Level Wealth Management LLC reported $236.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Level Wealth Management LLC?
Disclosed owners and executives of Level Wealth Management LLC include PARRISH, AARON, HEDRICK, PARRISH, AARON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.